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Management

Agency Technology: New Technology Applications

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AGENCY TECHNOLOGY: NEW TECHNOLOGY APPLICATIONS THAT CAN HELP YOU GROW Ted Baker Most conversations about technology tend to focus on what specific tasks it should do, could do or is not d...

AGENCY TECHNOLOGY: SEVEN STRATEGIES FOR SUCCESSFUL WEBSITE DESIGN by Ted Baker How can you use your website most effectively to grow your agency and increase revenue? One things fo...

Agency Telephone Procedures: How To Take Calls

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AGENCY TELEPHONE PROCEDURES: HOW TO TAKE CALLS by Karen Flaherty Verbal Courtesy Courtesy pays off. It's hard to be mad at someone who's being nice, so be nice! Be generous with ...

Agency Telephone Procedures: Telephone Excellence

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AGENCY TELEPHONE PROCEDURES: TELEPHONE EXCELLENCE by Karen Flaherty If you ask a group of customer service representatives to talk about problems they encounter on the job, the agency tel...

Agency Telephone Procedures: Telephone Messages

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AGENCY TELEPHONE PROCEDURES: TELEPHONE MESSAGES by Karen Flaherty Telephone Messages Conveying messages has always played an important role in telephone work. Hundreds of pieces of...

Agency Telephone Procedures: Time Management

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AGENCY TELEPHONE PROCEDURES: TIME MANAGEMENT by Karen Flaherty Transferring Telephone Calls There are calls you will not handle personally but will transfer to supervisors or co-wo...

Agency Valuation Issues

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AGENCY VALUATION ISSUES by Roy Phillips More and more banks are entering the insurance industry by buying agencies, leading owners to ponder how to properly determine their agency&...

Agency Valuation With A Loss Of Market

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AGENCY VALUATION WITH A LOSS OF MARKET by the IAABA Virtual Faculty Two things are going on in the insurance marketplace. First, agencies are continuing to be bought and sold. Second,...

Agency Valuation, Mergers & Acquisitions: Is It A New Day?

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AGENCY VALUATION, MERGERS & ACQUISITIONS: IS IT A NEW DAY? by Robbie Smith The significant loss of surplus from the 9/11 catastrophe, together with an already compelling need for r...

Agency Valuation: Have The Fundamentals Changed?

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AGENCY VALUATION: HAVE THE FUNDAMENTALS CHANGED? by Bill Schoeffler Which comes first, the chicken or the egg? Theres a general perception that agency value has been increasi...

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